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[WEEK #31/52]: Deckers Outdoor Corporation: Owner of HOKA and UGG Shoe Brands
[WEEK #31/52] Both brands I've worn for years. I'll buy Uggs again, Hoka I will not. And that, is the answer.
Jul 20
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Don Stein
2
Zuck vs Wall Street: Meta's 10 Years of Pivots and Pushbacks
[WEEK #30/52] We veer from our random narratives as we deep dive into Meta's stock. Applying common sense to a high quality company that was nice enough…
Jul 13
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Don Stein
2
[WEEK 29/52]: Everything you need to know about the market today + 100K Substack Views
Hi Everyone - We cover what's interesting today, this week, in stocks. Deep dive into one of my favorite, but most complicated investments. And, explore…
Jul 6
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Don Stein
1
June 2026
[WEEK 28/52]: Dates, Datacenters, Dogs, and Daring Discounts
Feels like things are starting to click! I expect to turn profitable in July, highly profitable!
Jun 30
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Don Stein
[WEEK 27/52]: Instructions for Visiting the Earth, and, No Rules are the Best Rules
Poetry? Comedy? Stocks? Natural Gas Export Data? What doesn't this newsletter have!
Jun 22
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Don Stein
1
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1
[WEEK 26/52]: Half Way Finished, and Leaning in on Video and Stocks
26 divided by 52 = 50%. I hope you open this email and climb over the mountain peak with me, it's all an easy downward slope after the halfway peak :)
Jun 15
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Don Stein
1
2
[WEEK 25/52]: YOU'RE INVITED: Livestream, AI Humanoids Expert, and Investor, Sue Ennis
Here's a kickoff conversation you will not want to miss. Sue's last company is up 150% since we wrote about it, and now she's working at a new one…
Jun 9
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Don Stein
1
1
1
[WEEK 24/52]: Natural Gas is the Most Important Resource for AI, and the USA. Here's why, and how you can position:
It might surprise you to hear the USA produces 9x more Natural Gas than Saudi Arabia, and 1.4x more Oil than Saudi Arabia.
Jun 2
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Don Stein
May 2026
[WEEK 23/52]: The Man Behind SpaceX's $2 Trillion Dollar IPO
David Solomon slid into Elon's DMs. Claude recovered $500K BTC passphrase that has kept the owner locked out for a decade. And, I'm finding footing!
May 24
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Don Stein
2
[WEEK 22/52]: INVESTOR 1 vs INVESTOR 2: The Tale of Jekyll and Hyde
After analyzing this behavior, I’ve identified the core difference: one is willing to follow rules, and one is not. And I’ve also identified what that…
May 18
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Don Stein
1
[WEEK 21/52]: If AI had a baby with Warren Buffett, they'd have made this Checklist:
Investing is a lot like flying an airplane says Warren Buffett.
May 12
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Don Stein
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2
[WEEK 20/52]: I Went Viral (22K Views!), I'm Traveling Today, Plus, AI Stock Software
This took me months of collecting, and years of studying. These are the best quotes according to my investment philosophy as told by iconic capital…
May 4
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Don Stein
3
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